ICICI Prudential Retirement Fund - Hybrid Aggressive Plan vs SBI Nifty Midcap 150 Index Fund
Portfolio Overlap Analysis · ICICI vs SBI
16.7%
Low Overlap
23 common stocks · Rank #13655 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Retirement Fu | Wt% in SBI Nifty Midcap 150 Index | Overlap |
|---|---|---|---|
BSE Ltd. Capital Markets | 2.92% | 1.96% | 1.96% |
PB Fintech Ltd. Financial Technology (Fintech) | 1.33% | 1.81% | 1.33% |
Polycab India Ltd. Industrial Products | 1.20% | 2.44% | 1.20% |
Bharat Forge Ltd. Auto Components | 1.34% | 1.14% | 1.14% |
SRF Ltd. Chemicals & Petrochemicals | 0.98% | 1.01% | 0.98% |
Muthoot Finance Ltd. Finance | 0.95% | 2.17% | 0.95% |
UPL Ltd. Fertilizers & Agrochemicals | 0.94% | 2.31% | 0.94% |
National Aluminium Company Ltd. Non - Ferrous Metals | 0.84% | 0.92% | 0.84% |
The Phoenix Mills Ltd. Realty | 0.82% | 1.15% | 0.82% |
IndusInd Bank Ltd. Banks | 1.66% | 0.71% | 0.71% |
Unique to ICICI Prudential Retirement Fu
- Interglobe Aviation Ltd.5.31%
- Mahindra & Mahindra Ltd.4.35%
- Multi Commodity Exchange Of India Ltd.3.49%
- Info Edge (India) Ltd.2.67%
- Bharti Hexacom Ltd.2.66%
- Usha Martin Ltd.2.45%
- Ultratech Cement Ltd.2.24%
- Tech Mahindra Ltd.2.18%
Unique to SBI Nifty Midcap 150 Index
- Hero MotoCorp Ltd.1.95%
- The Federal Bank Ltd.1.95%
- Cummins India Ltd.1.75%
- Ashok Leyland Ltd.1.59%
- Indus Towers Ltd.1.55%
- Lupin Ltd.1.47%
- HDFC Asset Management Co. Ltd.1.45%
- AU Small Finance Bank Ltd.1.43%
Sector Overlap Breakdown
Industrial Products2.7% (4)
Capital Markets2.7% (3)
Auto Components1.7% (2)
Fertilizers & Agrochemicals1.6% (2)
Financial Technology (Fintech)1.3% (1)
Finance1.2% (2)
Realty1.1% (2)
Chemicals & Petrochemicals1.0% (1)
Non - Ferrous Metals0.8% (1)
Banks0.7% (1)
Ferrous Metals0.7% (1)
Electrical Equipment0.5% (1)
Telecom - Services0.3% (1)
Textiles & Apparels0.3% (1)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.